Ridder iQ Basic Training
Introduction
1. Navigation
Navigation
8 Topics
1.1 Login Ridder iQ
1.2 iQ Home
1.3 Menu
1.4 Working with tabs
1.5 Layout of Ridder iQ
1.6 Shortcuts & icons
1.7 Ridder iQ Manual
1.8 Let’s practise! – Navigation
Search & Filter
5 Topics
1.9 Quick filter bar
1.10 Quick filter bar – Multiple search values
1.11 Quick filter bar – Other examples
1.12 Serverfilter
1.13 Let’s practise! – Filter and search
2. Organizations and contacts
Organizations and contacts
5 Topics
2.1 Add organization
2.2 Create debtor/creditor
2.3 Add contacts
2.4 Update organization
2.5 Let’s practise! – CRM module
3. Items, Work activities and Assemblies
Items
5 Topics
3.1 Items – an explanation
3.2 Create an item
3.3 Additional item properties
3.4 Add suppliers to item
3.5 Let’s practise! – Items
Work activities
3 Topics
3.6 Work activities – an explanation
3.7 Create an Work activity
3.8 Let’s practise! – Work activities
Assemblies
3 Topics
3.8 Assemblies – an explanation
3.9 Create an Assembly
3.10 Let’s practise! – Assemblies
4. Order Workflow
Salesoffer
5 Topics
4.1 Salesoffer workflow
4.2 Create a Salesoffer
4.3 Add Salesoffer details
4.4 Send Salesoffer and make order
4.5 Let’s practise! – Salesoffer
Order
11 Topics
4.6 Order workflow
4.7 Send Order confirmation
4.8 Create joborder(s)
4.9 To purchasing/reserve
4.10 Create purchase order
4.11 Send purchase order
4.12 Receive purchase order
4.13 Release for production
4.14 Create Shipping order
4.15 Create Sales Invoice
4.19 Let’s practise! – Orders
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Ridder iQ Basic Training
Introduction
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